AGUAX Mutual Fund

AGUAX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
+1.24%
3 Months
+5.78%
6 Months
+7.57%
YTD
+7.42%
1 Year
+18.85%
3 Years (annualized)
+15.67%
5 Years (annualized)
+8.20%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGUAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+3.07%
vs Peers
+4.35%

AGUAX Mutual Fund Performance

AGUAX performance across multiple time periods: 1-month 1.24%, YTD 7.42%, 1-year 18.85%, 3-year 15.67%, 5-year 8.20%, 10-year 8.03%.

AGUAX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

AGUAX performance comparison shows side-by-side returns with another fund. AGUAX alternatives are available in the Mutual Fund Screener.